Fidelity's Platform Updates Get Thumbs-Up From Techies
By Jeff BermanThe firm has improved Wealthscape's onboarding capabilities while expanding its digital service tools with AI and other tech.
December 03, 2020
FMG Suite Buys Advisor Marketer Twenty Over Ten: Tech RoundupAlso, Orion recruited an ex-Ascensus exec to further its expansion into the 529 plan sector.
December 03, 2020
Bestow to Acquire Iowa-Based Insurer: DealsAmeriLife, Milliman, MIB, Newcleus and NFP also have deal news.
December 03, 2020
Morgan Stanley Expanding Estate ServicesWirehouse's team of 25 staff provides "concierge support" for clients when there's a death, says Field Strategic Services chief Lisa Golia.
December 03, 2020
Covered California CEO Pans Proposed HealthCare.gov Fee CutPeter Lee says strong marketing and quality improvement programs help get people covered.
December 03, 2020
Regulator Sees COVID-19 Hurting Long-Term Care Insurance IssuersLow interest rates probably will hurt more than any drop in claims will help, says Minnesota regulator Fred Andersen.
December 03, 2020
How Nursing Home Mortality Rate From COVID-19 Varies in 50 StatesIn six states, in one week, the pandemic killed more than 1 in 200 residents.
December 03, 2020
Is Your Client Headed for a Reckless Retirement?Tolerance for risk is one thing. A failure to notice and respect risk is something else.